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Annapolis Financial Services’s ScottsMiracle-Gro SMG Stock Holding History

Annapolis Financial Services’s Portfolio SMG Stock Details SMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3
Closed – – 516
2022
Q3 		$0 Hold
3
– – ﹤0.01% 551
2022
Q2 		$0 Hold
3
– – ﹤0.01% 487
2022
Q1 		$0 Hold
3
– – ﹤0.01% 501
2021
Q4 		$0 Hold
3
– – ﹤0.01% 500
2021
Q3 		$0 Buy
+3
New +$492 ﹤0.01% 467

Other funds holding SMG

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Annapolis Financial Services's SMG Position: Q4 2022 in Review

Annapolis Financial Services sold out of ScottsMiracle-Gro (SMG) in Q4 2022, closing a stake of 3 shares.

Annapolis Financial Services first reported a position in SMG in Q3 2021 and held it in 5 quarters. The position peaked at $0 in Q3 2022. 426 funds tracked by Wall St. Rank hold SMG as of Q4 2022.

  • Annapolis Financial Services reported no remaining ScottsMiracle-Gro position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 3 ScottsMiracle-Gro shares in Q4 2022.
  • Annapolis Financial Services first reported a position in ScottsMiracle-Gro in Q3 2021 and held it in 5 quarters.
  • Annapolis Financial Services's ScottsMiracle-Gro position peaked at $0 in Q3 2022.
  • 426 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.